SEBI Compliance

Investor Charter

Our commitment to investors as per SEBI guidelines. This charter outlines the rights, responsibilities, and grievance redressal mechanism for all our investors.

To be a trusted partner in our investors’ financial journey by providing quality mutual fund distribution services with utmost transparency, integrity, and professionalism.

To provide suitable mutual fund products based on the investor's financial goals, risk profile, and time horizon.
To educate investors about mutual fund investing and the importance of disciplined, long-term investing.
To uphold the highest standards of ethics and integrity in all our dealings.
To ensure full transparency regarding commissions, charges, and product features.
To provide timely and efficient grievance redressal.

Service	Timeline
Client Onboarding & KYC Assistance	1-3 working days
Scheme Information & Documents	Same day
Transaction Execution (Purchase/Redemption/Switch)	Same day (subject to cut-off)
Portfolio Reports & Statements	Within 2 working days of request
Grievance Acknowledgement	Within 2 working days
Grievance Resolution	Within 21 calendar days

Right to receive balanced advice based on personal financial situation.
Right to full disclosure of commissions received from AMCs.
Right to receive all scheme-related documents (SID, SAI, KIM).
Right to know the details of the distributor including ARN, APRN, and EUIN.
Right to be informed about the Regular Plan subscription and its commission structure.
Right to transparency in all transactions.
Right to fair, honest, and ethical treatment.
Right to grievance redressal within stipulated timelines.
Right to escalate unresolved grievances to SEBI via SCORES portal or SMART ODR.
Right to access digital services with accessibility support (RPwD Act, 2016).
Right to privacy and confidentiality of personal and financial information.
Right to switch distributors at any time without cost.
Right to exit any scheme as per the scheme's exit load structure.

Read all scheme documents carefully before investing.
Disclose correct financial information and risk preference.
Complete KYC with all required documents.
Provide accurate bank and nominee details.
Review portfolio statements regularly.
Keep contact details and KYC updated.
Understand the risks associated with mutual fund investments.
Understand the risks associated with mutual fund investments.

Invest through AMFI-registered distributors only
Invest through AMFI-registered distributors only
Always request for a receipt of payment
Read the Scheme Information Document (SID)
Assess your risk profile before investing
Diversify your investments
Invest for the long term
Update your KYC and nominee details regularly

Do not invest based on rumors or tips
Do not sign blank forms or give blank cheques
Do not make payment in cash above limits
Do not deal with unregistered distributors
Do not invest without understanding the scheme
Do not panic in market volatility
Do not chase past performance blindly
Do not ignore your risk appetite

Level 1: Direct Contact
Contact us directly at servicesdeft@gmail.com or +91-9828862220. We aim to respond within 2 working days and resolve within 21 calendar days.

Level 2: AMC Complaint Desk
If the issue relates to a specific scheme, you may also contact the respective Asset Management Company (AMC).

Level 3: SEBI SCORES Portal
If unresolved, file a complaint at SEBI SCORES Portal. SEBI will review and take necessary action.

Level 4: SMART ODR Portal
For online dispute resolution, visit SMART ODR Portal.

Digital Accessibility is an Investor Right under the Rights of Persons with Disabilities (RPwD) Act, 2016. We are committed to making our services accessible to all investors, including persons with disabilities. This website follows WCAG 2.1 Level AA guidelines and IS 17802 standards. For any accessibility-related assistance, please contact us at servicesdeft@gmail.com.